Banking Associate (Wade Hampton)

About the role

The Banking Associate role is located in Greenville, South Carolina, USA. TD is committed to fair and equitable compensation opportunities and growth opportunities through skill development.

Responsibilities

• Performs a wide range of tasks across multiple areas within a Store location, including processing customer transactions, opening new accounts, and educating customers on banking products and services.
• Delivers end-to-end advice to customers, building trust with educational content and tools, providing consultative support, and offering proactive insights and recommendations.
• Uses TD's systems and tools to engage with customers to acquire and deepen relationships by providing advice and guidance to help customers achieve their financial goals.
• Accurately completes everyday banking transactions, either on the teller line or on the platform, while uncovering customer financial needs and educating on products, services, and tools.
• Serves customers, on both the teller line and platform, as needed, handling tasks such as opening/closing personal deposit accounts, everyday bank transactions, debit card/credit card issues, regulation E, mobile and online banking.
• Connects with customers, provides financial advice, and deepens relationships through lead management activities, including creating and managing self-generated leads, managing received partner/retail to retail referral leads, customer outreach, setting and hosting appointments, and lead prioritization.

Requirements

• High school diploma or GED
• 1 year experience working with customers in any capacity
• Demonstrated Customer Service skills
• Teller experience preferred
• Strong organization skills
• Excellent communication skills
• Effective problem-solving skills
• Ability to work during operating hours, including evenings, weekends, and holidays
• Proficient in Microsoft Office
• Notary License preferred

Qualifications

• Education: High school diploma or GED
• Experience: 1 year experience working with customers in any capacity
• Skills: Demonstrated Customer Service skills, strong organization skills, excellent communication skills, effective problem-solving skills, proficiency in Microsoft Office

Skills

• Customer Service
• Financial Advice
• Banking Transactions
• Lead Management
• Microsoft Office

Benefits

TD offers a competitive Total Rewards package, including base salary and variable compensation/incentive awards, health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition.

Pay

$22.00 - $27.75 USD

Schedule

Frequent domestic travel is not required.